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20130121
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CNBC
Jan 25, 2013 3:00pm EST
valuation in terms of its pe. energy has traded well. halliburton earnings this morning were fantastic. oil services are going to do very well with crude oil in the 90s. >> final thoughts ennis? >> i just say apple is going to be a process. so i would give yourself a little room. >> all right. good discussion guys. very important topic there. we're waiting to see who when all is said and done is the most valued company in the world right now. it is between those two right now by far. coming up much more on the investors taking a bite out of apple stock. we'll hear from somebody who says shares are too cheap to pass up. he is like steve cortez in that regard. >> indeed he is. we're counting down with 30 minutes to go before the final trades are in for the week. in fact we're moving a little higher from where we last checked the dow. currently up by 56 points and in fact sitting at the best january so far since 1994. >> what were you doing -- well we'll talk about that later. the on air throwdown everyone is ta still talking about. bill ackman versus carl icahn. >> this is not an honest guy.
CNBC
Jan 23, 2013 3:00pm EST
impact where natural gas and heating oil futures stand is what's happens with the energy department reports tomorrow. we do have the petroleum inventory report as well as natural gas stores report. both of those key to the energy trade in the session ahead. back to you. >> all right. sharon epperson minus an ear piece, apparently, but a good report. thank you very much. >> the winning streak for the equity markets just keeps on going. it's green across the board again for all three major averages in today's session. our own jeff cox points out this is the longest streak since 1990. a bull market with no correction. >> a 10% decline. >> right. >> pullback of some kind. >> jeff worries that the bears have given up, and that could mean soon that things go the other way, but does that -- our panel agree with that? joining us along with jeff our guests. jeff, all is bullish, as we've talked about this. you feel like we're getting a little too complacent about this as we get closer to all-time highs, right? >> yeah, bill. let me point out a couple of things. three things that have me conc
CNBC
Jan 24, 2013 3:00pm EST
, energy. take a look at the xle, the top performing sector on the s&p since the first day of trading. look at the individual names and then look at some of the smaller names within energy, not just exxon and chevron. there is tremendous strength in those charts, and that's actually a very positive sign. it's a cyclical area, and you want to see leadership come from there, so i'm happy to see it and i'm actually pretty bullish on the group in general. >> energy has been an important leader for this market the last couple of years. >> sure has. >> folks, thank you. we'll see how this market responds in the final hour of trading and what it may mean for the future. we'll talk to you all later, thank you. >> indeed. we have been pairi iparing some early session gains. matter thompson, break it all down for us. the big movers, including a stunning move from netflix, right? >> reporter: netflix is really a standout in a market that's turned mixed today. the markets can't move above the key 1,500 mark and hold it without apple participating which is under pressure today because of its earni
CNBC
Jan 22, 2013 3:00pm EST
beginning to look at the total cost, not just labor costs, but transportation costs, energy costs, political risk costs, all those type of things and they are realizing, hey, maybe manufacturing in the united states isn't so bad after all, and so actually small and mid-cap industrial companies and manufacturing companies, the stocks are doing exceptionally well, and nobody cares. that -- >> anything to stay away from, rich? >> i'd personally stay away from the emerging markets. everybody loves emerging markets. just had massive inflows and record inflows into emerging markets. many of the major emerging markets are caught between inflation and growth. i don't know if anybody saw wholesale food prices in china this morning. they came out much higher than expected. that's exactly the next step here. they are starting to juice up growth and inflation is quickly coming back. that's the problem that you have in india, the problem you have in many of the emerging markets. >> brian, you were nodding your head in agreement he said avoid. >> we tend to stick with the last dance parter too
CNBC
Jan 29, 2013 3:00pm EST
energy, materials and industrials, and some of the technology names are looking really pretty right now. >> rick, it's a perfect segue to you. he said the bond market party may be over. is it? >> well, no, i absolutely do not think so. here we are still toying with 2% as we get close to record highs in the dow jones industrial average. there's an incongruent relationship there, just like there's an incongruent relationship with the fact that we're talking about the dow near records, and tomorrow morning at 8:30 eastern i'm going to be telling you that fourth-quarter annualized growth was a paltry 1%. >> peter anderson, you run a firm called congress asset management company. so i'm going to ask you. is washington, is congress the people who can derail this rally? >> well, listen. i don't think the rally is going to be derailed at all. in fact, i think even though we've only had a third of earnings so far, let's look at the results. we've had some very, very strong winners in some very strong losers to. me that's the sign of a balanced market. not everybody is getting a trophy for sh
CNBC
Jan 28, 2013 3:00pm EST
are bids that fill in. energy names. that's clearly where people have been very underweight. and if they're not they're focussed too lightly on it. prices are starting to tick up. people are going to be paying more. >> put up the sectors for the month here. i want to point out it's been a broad based rally. normally you get one to two sectors up. look. how many are up 6% and 7%? not only energy and industrials. these are cyclical names. health care. health care's a defensive name. so you got people who are buying into the -- >> it's a political name now. >> -- and hiding out in a deferencive name. to me there's a lot of room for rotating. deferencive health ca-- >> how much does the data matter? we're going to get a jobs report on friday. how closely are the markets going to be watching that? because the fed factors into that too. >> just like the durable goods number this morning, that will be further confirmation of an improving u.s. economy and will add fuel to the fire. the economic numbers matter tremendously. the global growth story is what the story is. >> sure. but the point
FOX Business
Jan 25, 2013 3:00pm EST
the emerging world. i would also say an unintended consequence of america's energy advantages being talked about in nearly every meeting. unintended consequence that america now suddenly won't be buying all this oil. that america won't be sending all their troops. that america won't. i dare say it's been talked about more here than it is in america. liz: let's drill down on that, so to speak. and that is because we are apparently going to be the world leader, take over from saudi arabia as the biggest output nation of oil. to me that is quite fascinating. but you say a disadvantage because why? we'd be pulling our business, we'd be pulling our troops and our ability to at least try and protect oil interests nationwide, worldwide? >> for sure that's on everyone's lips. it's interesting, you know, i'm the first to tell you americans are great people, but they don't tend to travel well to places like davos. you know, and there's not a lot of americans here. it's amazing how the world looks to america still. i think we forget that in america. we've become somewhat introspective. our lea
CNBC
Jan 24, 2013 4:00pm EST
probably lay off. i would focus on relative strength and the relative strength, health care, energy and industrials. >> all right. ben pace, what about you? we've all watched this market marveling as it goes higher feeling a little bit tired. what do you see going on? >> considering with apple and how much it's gone down. this is a pretty good market. the dow was up quite nicely, not as impacted by apple so i still think that so-called pain trade was up. the market want to continue to move up. we're constructive on the market longer term. you really have to respect these levels and how far it's come and earnings are still growing rather slowly. revenue is still growing rather slowly but still a pretty good environment. >> all right. here we go. the first of the earnings out from microsoft. we were expecting 75 cents. came in at 76 september, beating by a penny. the revenue was expected to be 21.53 billion. we got 21.46, so a little light on that. let's bring in our guests. max wolf from green press capital and david pearl next tomakers executive vice president and co-chief investment of
FOX Business
Jan 22, 2013 3:00pm EST
agreed to by two energy companies last month, but the ceo telling shareholders there are no plans for additional energy or mining acquisitions. says you make money on it if you let charles payne take a look at this stock. positive comments about sales trends coming in on that one. nicole petallides on the floor of the new york stock exchange. here we are. nicole: facebook has been a stellar performer over the last three months making their announcement with their search mechanisms now we're talking about facebook mobile. based on all the looks and the finest, 3.3%, so research has been checking into the sales they have been seen. reporting the facebook usage has risen 15% month over month. these are some of the findings from some of the professionals and so far they're feeling pretty optimistic about what they have been seeing the facebook. we saw this stock breakdown below 20 and here it is right now. tracy: is amazing what we will take as positive news. the man behind business regulations are stepping down. but before he ends his tenure, fox business peter barnes had a chance to spe
FOX Business
Jan 21, 2013 3:00pm EST
, construction jobs, manufacturing jobs, in the energy space, tend to be higher paying than other jobs, particularly service jobs. so if we see a continued pick up in the housing market, continued strength in manufacturing, this could lead to the virtuous cycle that we have all been waiting for from the private sector. cheryl: okay. now, i know that one of the groups that you do watch, one of the groups that you're actually positive on, and there's not a lot, but it is healthcare, you do like healthcare. tell me kind of some of the names you appreciate right now in that space and also do you think that with the healthcare law, the exchange really beginning to kick in in the next 12 months that healthcare is going to continue that forward? >> we think healthcare will continue to being strong relative to the overall market. one area we like, you know, from a defensive standpoint is large cap pharma. you've seen this big race for record setting inflows into high yield bonds. we think one area that pays dividends that has been overlooked is large cap pharma. and we like names like johnson
CNBC
Jan 28, 2013 4:00pm EST
leading that. jpmorgan in my favor there. went with energy independence. chevron for that one. and then for entertainment. you're going to want more entertainment and i think disney is a great way to do that. boeing and caterpillar, but i didn't. i think jpmorgan, chevron, and disney are my picks in the dow. >> i want to get back to why you didn't chose those in a second. but peter, let's talk about your picks and where the stocks will be in terms of riding this market in the next five to six years. how do you see the broad landscape of the markets and the sectors? >> you know, broad landscape, i think appreciation of 5% to 7% per year plus a 2% yield over the period of time would be very acceptable to me. obviously it's not going to be a straight line. three picks, i would go with companies like proctor and gamble, johnson & johnson and chevron as well. counting on a growing emerging middle class worldwide. personal care products. people are going to be brushing their teeth. they're going to be taking their medicines and more of them will be driving cars over the next six years. i woul
FOX Business
Jan 28, 2013 3:00pm EST
to housing that could change on a dime and maybe change in february. we have a few movers and energy. culbertson up. nicole petallides is watching on the floor of the nyse. nicole: s., i am, two energy names both making news. let's start off with hess. did we make it enough for you? they are getting out of the refining business. focusing more on exploration and production in that move heads up 5.7% to expand in that area. i also wanted to bring you to hell a burton up 1.4% right now. getting several analyst upgrades. jpmorgan has 45. the point of the story as these analysts have all got on board and like the idea that now halliburton talking about overseas in the growth business is doing so well and that is helping them to obviously expand. with that, to names that are soaring in the energy realm and thanks to my buddies who are pulling those up for us. cheryl: 20 minutes until close. yahoo! ceo steps up to the plate for her second earnings report after the bell today after taking over the company. shibani joshi with an earnings preview. was already asking questions of what you were
CNBC
Jan 25, 2013 4:00pm EST
domestically focused. >> right. >> next week we'll have the materials, energy, and industrial sectors and caterpillar one of those to see, really look and see if we'll see in the data what global growth is doing if there is a pickup. we're seeing it in the global pmis pick up. we want to hear from the companies as well. that can be a real dermer if the market rally will continue. >> apart from caterpillar what sectors or names have the potential to disappoint the market? >> i think yahoo has the potential to disappoint. i think facebook has the potential to dispoint. i think a lot of the store names out there that have paltry earnings that are propelled higher on hope this far so far have the potential for profit taking. when you look at the market at this time since second quarter of '09 you've seen roughly 74% of the names at this time report on a positive. right now it's only 69% so you're seeing some names come out with strong numbers. but the market as in the case with apple or citigroup or b.a.c. is really punishing the losers. if you see some people out there who are going to g
Search Results 0 to 12 of about 13